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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
176
1900 Wealth Management
Texas
$269K +$792 +14 +0.3%
CFG
177
Citizens Financial Group
Rhode Island
$269K – – –
HAG
178
HighPoint Advisor Group
Illinois
$268K -$56.6K -1,000 -18%
CWA
179
Centennial Wealth Advisory
Michigan
$267K +$3.85K +68 +2%
DADC
180
D.A. Davidson & Co
Montana
$263K – – –
P
181
&Partners
Tennessee
$263K +$251K +4,440 New
TC
182
TownSquare Capital
Utah
$262K +$34.9K +616 +16%
Northern Trust
183
Northern Trust
Illinois
$262K +$8.15K +144 +3%
WCM
184
Whitener Capital Management
North Carolina
$261K +$226 +4 +0.1%
AWS
185
Atria Wealth Solutions
New York
$259K -$29.1K -515 -10%
LCM
186
Liberty Capital Management
Michigan
$255K – – –
VEA
187
Virtus ETF Advisers
New York
$254K +$248K +4,380 New
SBIA
188
Sheaff Brock Investment Advisors
Indiana
$254K +$248K +4,376 New
CAMG
189
CWA Asset Management Group
Florida
$252K +$6.68K +118 +3%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$248K +$242K +4,278 New
IFG
191
Independent Financial Group
California
$241K +$235K +4,156 New
Lido Advisors
192
Lido Advisors
California
$241K +$235K +4,153 New
CIA
193
Concurrent Investment Advisors
Florida
$239K +$233K +4,122 New
Truist Financial
194
Truist Financial
North Carolina
$239K -$55K -972 -19%
NFSG
195
Newbridge Financial Services Group
Florida
$239K -$8.15K -144 -3%
CAM
196
Cresset Asset Management
Illinois
$239K -$396K -6,988 -63%
QPWM
197
Quadrant Private Wealth Management
Pennsylvania
$235K – – –
KCM
198
Kanawha Capital Management
Virginia
$221K +$215K +3,800 New
MA
199
MONECO Advisors
Connecticut
$221K +$215K +3,799 New
IIA
200
IPG Investment Advisors
California
$218K +$213K +3,760 New